IVZ monthly performance report
Check IVZ's monthly returns, drawdown, and seasonality trends — updated every month.
IVZ monthly report
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Key takeaways
- Invesco (IVZ) closed November 2026 at $28.92, up 4.18% for the month and +20.60% over the trailing 12 months.
- Year-to-date, IVZ is +10.09%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +3.37% versus its 200-day moving average ($27.98), a bullish technical signal.
- Over the past three years, IVZ has outperformed the S&P 500 by +51.77%, with a relative strength index reading of 130.2.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
Invesco ended November 2026 at $28.92, posting a monthly return of +4.18%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +4.36%.
The current quarter stands at −4.11% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +3.37% versus the 200-day moving average ($27.98).
Year-to-date, IVZ is +10.09% against SPY +10.62%, a gap of −0.54%. The stock is currently −14.08% below its 52-week high, with maximum 3-year drawdown at −37.23%.
| Period | IVZ | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.58% | −0.36% | +1.94% |
| 1 Week | +6.79% | +2.59% | +4.20% |
| 1 Month | +4.18% | −0.18% | +4.36% |
| 3 Months | −11.21% | −2.37% | −8.84% |
| 6 Months | +4.29% | +0.83% | +3.46% |
| YTD | +10.09% | +10.62% | −0.54% |
| 12 Months | +20.60% | +12.25% | +8.35% |
| 3 Years | +123.15% | +71.37% | +51.77% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2025 | +33.23% |
| #2 | Dec 2023 | +25.02% |
| #3 | Jul 2024 | +15.37% |
| #4 | Jul 2026 | +12.16% |
| #5 | May 2024 | +10.87% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2024 | −14.59% |
| #2 | Mar 2025 | −12.77% |
| #3 | Jan 2024 | −11.27% |
| #4 | Oct 2023 | −10.67% |
| #5 | Feb 2025 | −9.57% |
| Quarter | Return |
|---|---|
| Q3 2025 | +45.47% |
| Q4 2025 | +14.52% |
| Q1 2026 | −7.54% |
| Q2 2026 | +8.65% |
| Q3 2026 | +14.29% |
| Q4 2026 (QTD) | −4.11% |
| Year | Return |
|---|---|
| 2023 | −0.83% |
| 2024 | −2.02% |
| 2025 | +50.29% |
| 2026 | +10.09% |
| Metric | Value |
|---|---|
| 52-Week High | $33.66 (2026-08-28) |
| 52-Week Low | $21.82 (2026-04-07) |
| Current Price | $28.92 |
| 200-Day Moving Average | $27.98 |
| Price vs 200DMA | +3.37% |
| 3-Year Maximum Drawdown | −37.23% (2025-04-08) |
| Current Drawdown from 52W High | −14.08% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 130.2 |
| 3-Year Excess Return vs S&P 500 | +51.77% |
| RS Peak | 146.7 (Aug 2026) |
| RS Trough | 81.3 (Apr 2025) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was IVZ's return for this report period?
IVZ returned +4.18% in the latest monthly window ending 2026-11-13.
Has IVZ outperformed SPY year to date?
YTD IVZ: +10.09% vs SPY: +10.62%.
What is IVZ's 12-month return?
+20.60% over the trailing 12 months.
Is IVZ above or below its 200-day moving average?
Price is +3.37% versus 200DMA ($27.98).
What is the maximum drawdown in the 3-year window?
−37.23% on 2025-04-08.